Investment Analyst Program

Jobtailor; California (MO); On-site; USD 30,000 - 45,000; Full time

Job summary

Jobtailor is seeking an entry-level investment analyst candidate in the United States to collaborate with Investment Directors and co-Investment Analysts. You will assess portfolios, support client requests, and conduct research across capital markets.

You will describe market conditions and communicate investment recommendations in written reports while gaining exposure to various asset classes and investment strategies.

Qualifications

• Bachelor’s degree required or expected
• High academic achievement
• Minimum 3.3 GPA
• Excellent written and verbal communication skills
• Strong attention to detail and prioritization
• Ability to operate in a team environment
• Interest in investments and capital markets
• Eagerness to learn
• Interest in innovating with new technology, models, and AI-driven systems
• Proficiency with Excel and PowerPoint
• Authorized to work in the US without sponsorship

Responsibilities

• Collaborate with Investment Directors and co-Investment Analysts as part of an investment team
• Assess investment managers’ portfolios
• Support client requests and questions
• Conduct investment and capital markets research, analysis, and advice
• Describe market conditions and communicate investment recommendations to clients in written reports
• Gain exposure to asset classes and investment strategies
• Gather and evaluate historical asset allocation, spending, and performance data
• Prepare exhibits and other presentation documentation
• Manage direct responsibility for 10 to 15 clients
• Potentially serve in a specialist role focused on hedge funds or private investments

Skills

Investment Analysis

Client Relationship Management

Microsoft Excel Proficiency

Written Communication Skills

Team Collaboration

Education

Bachelor’s degree

Tools

Microsoft Office Suite

PowerPoint

Job description

• Collaborate with Investment Directors and co-Investment Analysts as part of an investment team


• Assess investment managers’ portfolios


• Support client requests and questions


• Conduct investment and capital markets research, analysis, and advice


• Describe market conditions and communicate investment recommendations to clients in written reports


• Gain exposure to asset classes and investment strategies


• Gather and evaluate historical asset allocation, spending, and performance data


• Prepare exhibits and other presentation documentation


• Manage direct responsibility for 10 to 15 clients


• Potentially serve in a specialist role focused on hedge funds or private investments

Requirements

• Open to graduates in the Class of 2027


• Bachelor’s degree in any major


• Record of high academic achievement


• Minimum 3.3 GPA


• Excellent written and verbal communication skills


• Strong attention to detail and prioritization skills


• Ability to operate effectively in a team environment


• Demonstrated interest in investments and capital markets


• Eagerness to learn


• Interest in innovating and experimenting with new technology, models, and AI-driven systems


• Proficiency with Microsoft Office suite, specifically Excel and PowerPoint


• Must be eligible to work in the US without sponsorship or restrictions now or in the future


• Resume, cover letter, and unofficial transcript required to complete the application

Core Competencies

Demonstrates strong analytical skills in investment and capital markets research, with the ability to communicate findings effectively through written reports. Proficient in managing client relationships and collaborating within a team environment while maintaining a keen attention to detail.

Highest-signal resume keywords

• Investment Analysis


• Client Relationship Management


• Microsoft Excel Proficiency


• Written Communication Skills


• Team Collaboration

ATS Optimization Keywords

Hard Skills

• Investment Research


• Capital Markets Analysis


• Portfolio Assessment


• Data Evaluation


• Presentation Preparation

Soft Skills

• Attention to Detail


• Prioritization Skills


• Eagerness to Learn


• Verbal Communication Skills

Industry Keywords

• Asset Classes


• Investment Strategies


• Hedge Funds


• Private Investments

Tools & Technologies

• Microsoft Office Suite


• PowerPoint